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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,805 | $81,276-89.2% | $155,574-94.3% | $80,925-89.1% |
| Participation rate | 19.7% | 66.2%-46.6pp | 78.2%-58.5pp | 67.7%-48.0pp |
| Annual return | 9.52% | 33.36%-23.8pp | 64.87%-55.3pp | 35.65%-26.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $540 | $3,453-84.4% | $5,629-90.4% | $4,299-87.4% |
| Admin fee / account holder | $3,339 | $7,993-58.2% | $15,914-79.0% | $6,940-51.9% |